Is Apple Worth More Dead Than Alive? [View article]
Dear Sam,
Only the obvious one: Every quarter, some poor, 20-something analyst fresh out of Wharton is called on the carpet to explain how he could possibly be so stupid as to back Apple.
If I were to adopt Eugene Fama's position that markets are informationally and, we must assume, self-referentially efficient, then it couldn't be so: The market would be aware of its own fallibility in this regard and adjust its posture accordingly. Respectfully, I disagree.
Is Apple Worth More Dead Than Alive? [View article]
The U.S. Patent Office's latest foray into the tech sector, scissors in hand, ready and willing to clip everyone's wings hasn't escaped me, it's a direct consequence of the rise of patent trolls. But the USPTO is a government bureaucracy, and as such, I expect their behavior will ultimately turn out to be similar to the Fed's: Pressure ON, Pressure OFF, Pressure ON...
Of course, even if we valued Apple's patents at zero, the result is much the same.
Is Apple Worth More Dead Than Alive? [View article]
I'm recommending a Long position in Apple, not a short one. My point is that if the company's corpse is worth $336 a share, then surely it's living, breathing body is worth quite a bit more.
Hedge Funds May Hate Apple, But Consumers Are Still In Love [View article]
It's one thing when you think the other guy may know something you don't; it's another when you *know* the other guy doesn't know something that you don't know. AAPL shorts are being far too cavalier in tempting the largest buyback in corporate history.
Is Apple Worth More Dead Than Alive? [View article]
Only the obvious one: Every quarter, some poor, 20-something analyst fresh out of Wharton is called on the carpet to explain how he could possibly be so stupid as to back Apple.
If I were to adopt Eugene Fama's position that markets are informationally and, we must assume, self-referentially efficient, then it couldn't be so: The market would be aware of its own fallibility in this regard and adjust its posture accordingly. Respectfully, I disagree.
Is Apple Worth More Dead Than Alive? [View article]
I close my eyes
Only for a moment and the moment's gone
All my dreams
Pass before my eyes with curiosity
Dust in the wind
All they are is dust in the wind
Is Apple Worth More Dead Than Alive? [View article]
Of course, even if we valued Apple's patents at zero, the result is much the same.
Is Apple Worth More Dead Than Alive? [View article]
Is Apple Worth More Dead Than Alive? [View article]
Is Apple Worth More Dead Than Alive? [View article]
Is Apple Worth More Dead Than Alive? [View article]
Is Apple Worth More Dead Than Alive? [View article]
Hedge Funds May Hate Apple, But Consumers Are Still In Love [View article]
http://cnnmon.ie/1027Uqe
Hedge Funds May Hate Apple, But Consumers Are Still In Love [View article]
Hedge Funds May Hate Apple, But Consumers Are Still In Love [View article]
Hedge Funds May Hate Apple, But Consumers Are Still In Love [View article]
The Non-Decline And Fall Of Apple [View article]
The Non-Decline And Fall Of Apple [View article]
Agreed. Market leaders don't just drop their crowns in the gutter one morning. First someone has to take it. Then they have to hold it.
The Non-Decline And Fall Of Apple [View article]